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Edge Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Edge Advisors’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-200
Closed -$25K – 943
2017
Q4 		$25K Buy
+200
New +$25.1K ﹤0.01% 643

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Edge Advisors's TLT Position: Q1 2018 in Review

Edge Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2018, closing a stake of 200 shares — an estimated $25K sold.

Edge Advisors first reported a position in TLT in Q4 2017 and held it in 1 quarter. The position peaked at $25K in Q4 2017. 357 funds tracked by Wall St. Rank hold TLT as of Q1 2018.

  • Edge Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Edge Advisors sold 200 iShares 20+ Year Treasury Bond ETF shares in Q1 2018, an estimated $25K.
  • Edge Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and held it in 1 quarter.
  • Edge Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $25K in Q4 2017.
  • 357 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2018.

Based on Edge Advisors's 13F filing for Q1 2018, filed 15 May 2018.